IP Library Granted Patent US 9,710,786
Granted Patent B2
US 9,710,786 · App. 13/406,331 · Granted Jul 18, 2017

Systems and methods for managing documents for law firms

Inventors: Forrest Rhoads (North Oaks, MN); Trace Liggett (Rosemount, MN)
Assignee: Thomson Reuters Global Resources
G06Q10/10G06Q50/18G06Q50/184
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Quick Facts
Patent No.
US 9,710,786
App. No.
13/406,331
Granted
Jul 18, 2017
Kind
B2
Abstract

The present inventors devised unique systems, methods, interfaces, and software for managing and leveraging knowledge in law firms and potentially other enterprises. For example, one system provides a single user interface for researching case law for online legal research service and identifying and accessing law-firm documents.

Claims (46)

1. A system for a knowledge management system comprising:

a processor; and

a memory that contains instructions that are readable by the processor and cause the processor to:

receive a query that indicates at least one legal topic from a hierarchy of legal topics;

provide a response to the query indicating each work-product document and each case law document that matches the at least one legal topic, wherein the processor is operable to, prior to providing the response:

retrieve each work-product document that matches the at least one legal topic from a first database; and

retrieve each case law document that matches the at least one legal topic from a second database;

determine a validity status of at least one case cited within each work-product document, resulting in a validity indicator, the validity indicator for each work-product document indicating the validity status of the at least one case;

indicate, in the response provided to the query, a reliability of each work-product document using the validity indicator and a rating indicator for each work-product document, the rating indicator for each work-product document indicating a user rating of each work-product document based on previous users of each work-product document;

index each work-product document according to the hierarchy of legal topics based on at least one legal citation and a set of text;

index each case law document according to the hierarchy of legal topics;

receive a second query for a particular case law document; and

provide a second response to the second query indicating each work-product document which includes at least one legal citation associated with the particular case law document according to a depth-of-treatment value, the depth-of-treatment value indicates a degree to which each work-product document evaluates the particular case law document.

2. The system recited in claim 1 , wherein the query is an enterprise search query.

3. The system recited in of claim 1 , wherein the first and second databases are separated by a firewall.

4. The system recited in claim 1 , wherein the degree to which each work-product document is evaluated is based on at least a count that each legal citation references the particular case law document.

5. The system recited in claim 4 , wherein, each work-product document and each case law document is associated with a respective date, wherein, the second response is organized according to the depth-of-treatment value and a chronological order based on the respective date.

6. The system recited in claim 1 , wherein the processor further converts the work-product document into a markup language.

7. The system recited in claim 1 , wherein the query is received from an agent of a law firm, via a user-device, wherein each work-product document comprises internal law-firm content including at least one of briefs, client letters and legal memoranda.

8. The system recited in claim 1 , wherein, each work-product document and each case law document is associated with a respective date, wherein, each work-product document and non-work product document that matches the at least one legal topic indicated by the response, is organized according to a chronological order based on the respective date.

9. The system recited in claim 1 , wherein the processor is further operable to:

provide the hierarchy of legal topics for display on a user-device; and

indicate a number of work-product documents associated with each legal topic of the hierarchy of legal topics.

10. The system recited in claim 1 , wherein each work-product document is associated with an indicator that identifies an author of the work-product document and an office location of the author.

11. A tangible, non-transitory, computer-readable media having software encoded thereon, the software, when executed by a processor, operable to:

index at least one work-product document from a law firm according to a hierarchy of legal topics based on at least one legal citation and at least a set of text corresponding to the at least one work-product document, each legal citation further associated with a case law document having legal precedence;

receive a query that indicates at least one legal topic from the hierarchy of legal topics;

provide a response to the query indicating each work-product document that matches the at least one legal topic and each case law document associated with each legal citation corresponding to each work-product document, wherein the software is operable to, prior to providing the response:

retrieve each work-product document that matches the at least one legal topic from a first database; and

retrieve each case law document associated with each legal citation from a second database;

determine a validity status of each case law document associated with each legal citation corresponding to each work-product document, resulting in a validity indicator;

indicate, in the response provided to the query, a reliability of each work-product document using the validity indicator and a rating indicator, the rating indicator indicating a user rating of each work-product document based on previous users of each work-product document;

receive a second query for a particular case law document; and

provide a second response to the second query indicating each work-product document which includes the at least one legal citation associated with the particular case law document according to a depth-of-treatment value, the depth-of-treatment value indicates a degree to which each work-product document evaluates the particular case law document.

12. A method for facilitating a knowledge management system comprising:

receiving at least one work-product document from a law firm, each work-product document including at least one legal citation and at least a set of text, the at least one legal citation associated with a non-work-product document having legal precedence;

indexing each work-product document according to a hierarchy of legal topics based on the at least one legal citation and the set of text;

indexing each non-work-product document associated with the at least one legal citation included in each work-product document according to the hierarchy of legal topics;

generating a validity indicator that indicates a validity status of the legal precedence for each non-work-product document associated with the at least one legal citation included in each work-product document;

generating an indicator that indicates a user rating of each work-product document based on previous users of each work-product document;

receiving a query that indicates at least one legal topic of the hierarchy of legal topics; and

providing a response to the query indicating each work-product document and non-work-product document that matches the at least one legal topic, the response indicating a reliability of each work-product document using the validity indicator for each non-work-product document and the rating indicator for each work-product document, wherein providing the response includes:

retrieving each work-product document that matches the at least one legal topic from a first database; and

retrieving each non-work-product document that matches the at least one legal topic from a second database;

receiving a second query for a particular non-work-product document; and

providing a second response to the second query indicating each work-product document which includes at least one legal citation associated with the particular non-work-product document according to a depth-of-treatment value, the depth-of-treatment value indicates a degree to which each work-product document evaluates the particular non-work-product document.

Assignments (6)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 10, 2020
From: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
To: THOMSON REUTERS ENTERPRISE CENTRE GMBH
Reel/Frame 052062/0660 →
CHANGE OF NAME Recorded Dec 5, 2017
From: THOMSON REUTERS GLOBAL RESOURCES
To: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
Reel/Frame 044300/0331 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CONVEYING PARTY NAME ON THE COVER SHEET. THE CONVEYING PARTY NAME IS MISSING Recorded May 19, 2016
From: WEST PUBLISHING COMPANY, DBA THOMSON WEST
To: WEST SERVICES, INC.
Reel/Frame 038760/0063 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 10, 2014
From: WEST SERVICES INC
To: THOMSON REUTERS GLOBAL RESOURCES
Reel/Frame 034444/0887 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 18, 2012
From: WEST PUBLISHING, DBA THOMSON WEST
To: WEST SERVICES, INC.
Reel/Frame 028977/0335 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 4, 2012
From: RHOADS, FORREST, MR.; LIGGETT, TRACE, MR.
To: WEST PUBLISHING COMPANY, DBA THOMSON WEST
Reel/Frame 028892/0915 →
Continuity (4)
Continuation 10751269 · Dec 30, 2003
Provisional Application 60437169 · Dec 30, 2002
Provisional Application 60480476 · Jun 19, 2003
Related Publication 20120158781A1 · Jun 21, 2012